Richardson Financial Services’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.9K | Sell |
784
-492
| -39% | -$9.35K | 0.01% | 370 |
|
|
2025
Q1 | $23.9K | Buy |
1,276
+368
| +41% | +$6.88K | 0.02% | 313 |
|
|
2024
Q4 | $17K | Sell |
908
-98
| -10% | -$1.83K | 0.01% | 351 |
|
|
2024
Q3 | $18.7K | Buy |
1,006
+351
| +54% | +$6.53K | 0.01% | 349 |
|
|
2024
Q2 | $12K | Hold |
655
| – | – | 0.01% | 373 |
|
|
2024
Q1 | $11.9K | Buy |
+655
| New | +$11.9K | 0.01% | 389 |
|